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ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.7B
1-Year Est. Return 53.57%
This Fund
S&P 500
This Quarter Est. Return
+23.02%
1 Year Est. Return
+53.57%
3 Year Est. Return
+211.43%
5 Year Est. Return
+278.8%
10 Year Est. Return
+1,085.34%
AUM
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
201
Hershey
HSY
$35.2B
$1.69M 0.01%
10,200
– –
ALV icon
202
Autoliv
ALV
$9.02B
$1.64M 0.01%
14,700
– –
LEN icon
203
Lennar Class A
LEN
$19.8B
$1.63M 0.01%
14,724
– –
RGLD icon
204
Royal Gold
RGLD
$16.8B
$1.6M 0.01%
9,000
– –
ITT icon
205
ITT
ITT
$17.5B
$1.6M 0.01%
10,200
– –
NYT icon
206
New York Times
NYT
$12.1B
$1.56M 0.01%
27,800
– –
ATR icon
207
AptarGroup
ATR
$8.55B
$1.55M 0.01%
9,900
– –
INGR icon
208
Ingredion
INGR
$6.27B
$1.55M 0.01%
11,400
– –
ADM icon
209
Archer Daniels Midland
ADM
$38.2B
$1.53M 0.01%
29,000
– –
RPM icon
210
RPM International
RPM
$13.7B
$1.53M 0.01%
13,900
– –
SF
211
Stifel
SF
$12.6B
$1.53M 0.01%
22,050
– –
NTAP icon
212
NetApp
NTAP
$35B
$1.52M 0.01%
14,300
– –
WMG icon
213
Warner Music
WMG
$13.5B
$1.52M 0.01%
55,700
– –
EXPD icon
214
Expeditors International
EXPD
$22B
$1.51M 0.01%
13,200
– –
ALLE icon
215
Allegion
ALLE
$13.4B
$1.47M 0.01%
10,200
– –
SUN icon
216
Sunoco
SUN
$14.4B
$1.46M 0.01%
27,200
– –
PKG icon
217
Packaging Corp of America
PKG
$21.9B
$1.43M 0.01%
7,600
– –
BWA icon
218
BorgWarner
BWA
$13.1B
$1.43M 0.01%
42,700
– –
ACT icon
219
Enact Holdings
ACT
$6.61B
$1.43M 0.01%
38,400
– –
GIS icon
220
General Mills
GIS
$19.1B
$1.41M 0.01%
27,160
– –
VMI icon
221
Valmont Industries
VMI
$9.3B
$1.4M 0.01%
4,300
– –
CFR icon
222
Cullen/Frost Bankers
CFR
$10.3B
$1.39M 0.01%
10,800
– –
BAH icon
223
Booz Allen Hamilton
BAH
$8.39B
$1.34M 0.01%
12,900
– –
SYY icon
224
Sysco
SYY
$40.8B
$1.34M 0.01%
17,700
– –
SLGN icon
225
Silgan Holdings
SLGN
$4.23B
$1.33M 0.01%
24,600
– –
7 8
9
10 11

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ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
GC
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Zurich Insurance Group's Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.